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JPMorgan China Class C - Income (USD)

Sell:12,231.11p Buy:12,231.11p Change: 7.11p (0.06%)
Prices as at 22 May 2019
Change: 7.11p (0.06%)
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
Prices as at 22 May 2019
Change: 7.11p (0.06%)
Prices as at 22 May 2019
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on our Wealth 50 list of what we believe are the best funds in each sector. If a fund is not within our Wealth 50 this is not necessarily a recommendation to sell. However, if you are thinking of adding to your investments we believe Wealth 50 funds are superior alternatives. View funds on the Wealth 50 »

Our view on the sector

China has continued to grow its economy strongly but the rate of growth has slowed in recent years. The economy is going through a transition, shifting from a focus on low-value exports, high investment and infrastructure spending, to domestic consumption and services. Companies are also benefiting from looser regulation, anti-corruption policies, rising consumer spending and improved healthcare and technology. China's a higher-risk emerging market though. The transition from an export-driven to consumption-driven economy will not happen overnight. It could take years to come to fruition and there will be setbacks along the way.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

22/05/14 to 22/05/15 22/05/15 to 22/05/16 22/05/16 to 22/05/17 22/05/17 to 22/05/18 22/05/18 to 22/05/19
Annual return 59.83% -29.07% 46.56% 35.27% -10.94%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

manager photo
Manager Name: Rebecca Jiang
Manager start date: 3 July 2017
Manager located in: Hong Kong

Rebecca Jiang, executive director, is a country specialist for Greater China equities and a member of the Greater China Team within the Emerging Markets and Asia Pacific (EMAP) Equities Team. Based in Hong Kong, she joined the firm in 2017 after six years at Fidelity Worldwide Investment where she was a senior equity research analyst, responsible for regional and single country coverage across metals and mining, banks, healthcare and gaming. Rebecca began her career with Deutsche Bank in 2005 as an equity research analyst covering the consumer discretionary and media sectors in China and Hong Kong. Rebecca obtained a B.A. in International Finance and a Master in Finance from Fudan University. She is also a CFA charterholder.

manager photo
Manager Name: Howard Wang
Manager start date: 20 September 2005
Manager located in: .

Howard Wang, managing director, is a regional investment manager and head of the Greater China team which forms part of the Pacific Regional Group in Hong Kong. He joined the firm in 2005. Immediately before joining the firm Howard spent eight years with Goldman Sachs. He began his career with Goldman Sachs in Hong Kong as an analyst in the principal investment area. Howard was later appointed as an executive director of Goldman's principal strategies team where he had primary responsibility for building, monitoring and trading the department's Taiwanese convertible bond portfolio. He moved to Taiwan in 2002 to build Goldman's Taiwan equities business, and was appointed general manager of the Taipei office in 2003 and managing director in 2004. Prior to joining Goldman Sachs Howard was an analyst with private equity investors Morgan Stanley Capital Partners and began his career in 1995 as an analyst with Lazard Frères in New York. Howard obtained a B.A. summa cum laude in Economics from Yale University, where he was elected Vice President of Phi Beta Kappa.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account